Method Community

Hi Rozetta, Thanks for posting!  The workflow you are describing is certainly possible - but would require a bit of customization to function correctly. The fastest way would be to copy the Work Order list screen, and remove all the 'Shared' filters from the list grid - thus leaving you with only the 'My' filters. ...

Hi there David, Mass Updating of any sort is typically faster using the Import / Export tool (unless its something you intend to do often) - Would you mind sharing some of the Bugs you ran into when trying to do this? If you would like to follow the Customization route - there are a few considerations before pulling the trigger on a ...

The following updates are now live for users of Method. Bug Fixes Fixed issue with guest pages links for multi-tenant accounts (PL-16084) Fixed issue with email body duplicating for some email providers (PL-15426) Fixed issue with missing PaymentTransactionLog table (PL-13571) Fixed 500 errors when using Method CDN (PL-15681) Fixed ...

Hi there. There's a few options available to you. 1) We have some free webinars on customization on this page: https://www.method.me/support/webinars/ You'll see 6 of them for "Customization" pre-recorded. Also, if you are using the "Classic" version of Method, there are help resources free ...

Hi, thanks for replying. First of all, I'm using the older interface. I suppose my first question is how do I even upgrade to the newer interface? Is that an option? Second, while on the older interface my screen looks the same as yours as long as I don't populate the fields above that, as soon as I select criteria in the fields ...

Hi Spencer, I can still see all the values in the dropdown list. Here is the screenshot: In my above screenshot, all the values are visible from the article. Please let me know if you see it otherwise on your end. If yes, please give us more detail, so that I can look into your account for this.

Hi JWS, Sorry for responding late to this post. It seems like it fell through the cracks and we missed it. Are you still experiencing any issues with this? I see that you have reached out to our support team few times on this issue. Let me know if you still need any help with this.

Closing a loop on this one as this was handled by our support team over the phone call.

Hi Danl, We have an amazing helpcenter article and video tutorials on the Detail reports. Please review this and let me know if you have any questions. This should solve your issue.

Hi there rollerroman On the Click actions of the Grid on your screen - You should be able to set the Active RecordID of the screen you are opening when you use the Go To Screen action - Is this what you are trying to do? If you are just trying to populate certain fields based on the selected customer - you could also try utilizing a Shared ...